Edit Lead Types

OBJECTIVE

To edit Lead Types in ConstructionOnline.

BACKGROUND

All projects start as leads initially, and an integral part of growing your company is increasing lead traction. With Lead Tracking, you and your Sales Reps are able to track a lead from initial communication to sales fulfillment, managing information like Source, Stage, Status, Types, and more.

THINGS TO CONSIDER

• Lead Type is a customizable field, allowing you to add, edit, or remove categories. Click the gear icon to make desired changes .
• Click the Lead Type column header in the Leads pane to sort and group your Leads by Type.
• Filter your Leads by Type by opening the Filters table and selecting the desired Type in the dropdown menu.

STEPS TO EDIT A LEAD TYPE

1. Navigate to Lead Tracking via the Left Sidebar
   
   
   1. This will open the Lead Pipeline category
2. Right-click on the desired Lead
3. Select Edit from the dropdown menu
   
   
   1. This will open the Edit Lead window
4. Choose the Lead Details tab
   
5. Select the desired category from the Types dropdown menu
   
6. Click Save

TIPS & TRICKS

• To help narrow down your search when looking for specific Lead information, view Lead Filters.
• To change the order in which your Leads appear in the Lead Pipeline, view Sort Leads.
• Create Lead Tracking Reports to view and share important Lead information.

HAVE MORE QUESTIONS?

• Frequently asked questions (FAQ) about Leads & Lead Tracking can be found in the article FAQ: Lead Tracking. 
• If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA Support Page for additional options.